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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,126 | $82,674-59.9% | $125,363-73.6% | $68,495-51.6% |
| Participation rate | 31.8% | 75.0%-43.2pp | 82.4%-50.6pp | 67.9%-36.1pp |
| Annual return | 210.63% | -5.97%+216.6pp | 572.15%-361.5pp | -7.84%+218.5pp |
| Employer contribution / active EE | $1,506 | $3,382-55.5% | $4,815-68.7% | $2,596-42.0% |
| Participant deferral / active EE | $3,940 | $6,111-35.5% | $7,447-47.1% | $4,028-2.2% |
| Admin fee / account holder | $690 | $6,276-89.0% | $10,005-93.1% | $5,403-87.2% |